Bala Sugavanam is Core Private Wealth’s trusted Implementation and Operations Manager, known for his meticulous approach and unwavering commitment to making wealth management effortless for clients. With over 11 years of experience in financial services, Bala specialises in managing the complex administrative needs of high-net-worth households and overseeing the implementation and execution of financial advice.

Bala’s expertise lies in managing large pools of assets spread across multiple custodians, jurisdictions, and financial institutions. Acting as a bridge between clients and these entities, Bala removes the burden of dealing with intricate business rules and operational complexities. From seamless tax reporting to handling institution-specific processes, Bala ensures clients can focus on their priorities while he handles the details.

Renowned for his precision and dedication to quality, Bala is highly regarded by both clients and third-party institutions for his exceptional skill in navigating financial platforms and products. He is deeply trusted by Core Private Wealth’s clients, who rely on his expertise to manage the heavy lifting of their financial lives. Bala’s meticulous attention to detail and focus on perfect execution provide clients with confidence that their affairs are managed with care and excellence.

Bala holds a Diploma of Financial Planning and a Bachelor of Engineering, bringing a technical mindset and practical expertise to his role. His prior experience spans compliance, client service, and financial planning software implementation, further enhancing his ability to deliver exceptional service to Core Private Wealth’s clientele.